Is it time to get help with your personal financial planning? We’d argue that it’s never too late (or too early) for Maryland residents to start building a smart financial plan. Charles Krengel, P.A. provides one-on-one guidance to manage risk, increase performance, and safeguard growth and longevity of your wealth.

Charles Krengel, P.A. has provided personal financial planning to people in Maryland for years. Krengel CPAs are crafted to design a customized plan to meet your current and future needs. Read below to find out exactly what can be done for you.

Saving for Retirement Plans?

Everyone has been dealt a different financial situation. As your CPA, our goal is to design the absolute best retirement plan based on close analysis of your assets and sources of retirement income. By reviewing your estimated deficits and understanding your level of risk tolerance, we’ll be able to identify the best ways to save for your retirement.

Stay Prepared for Future & Unknown Expenses

Need to take the kids to college, buy a car, or afford a house? No matter the type of expense, we can help you get prepared. Krengel CPAs will address estimated shortfalls and consider strategy alternatives, giving you peace of mind when making those high-ticket purchases.

Our clients’ biggest fear is the fear of the unknown. Charles Krengel, P.A. strives to take it’s personal financial planning a step further by preparing you for life’s unexpected expenses. We’ll ask to analyze your life, disability, health, home, and auto insurance coverage to ensure there’s enough money in your emergency fund. Along with this, we will review your will and powers of attorney in the event you are unable to manage this yourself.

Maximize Return On Investment

Ready to maximize your investments? Investing can be intimidating because of the amount of risk involved. We take steps to increase the predictability of your short-term and long-term investments by minimizing your risk. Contact us about our return on investment calculators.

You’ll be able to leave a legacy for your heirs and add value to your estate. Our estate planning services minimize costs of probate, creditors, lawyers, and estate taxes – meaning you stay in control of your estate’s value.

Contact Charles Krengel P.A. Today!

While browsing for a CPA to manage your current and future financial, it’s important to pick out the one’s that will value your financial situation as their own. Charles Krengel P.A.’s personal financial planning services in Maryland strive to design and improve your current and future financial situation to meet your every need. Contact us today!Go to the Krengel CPAs Homepage